Category: Uncategorized

Family offices often balance a mix of wealth preservation, growth, diversification and philanthropy, depending on their goals and risk tolerance. Over the coming years, priorities may shift with some focusing on growth while others prioritize preserving and diversifying their portfolios. Portfolios are typically diversified across asset classes, including stocks, bonds, real estate, private equity, digital…

My exposure to the Bhagavad Gita has also been an integral part of my Transcendental Meditation (TM) journey as a Sidha. As I have deepened my meditation practice, the teachings of the Gita have taken on even greater significance. The Bhagavad Gita is a timeless conversation between Lord Krishna and the warrior Arjuna, set on…

I recently met with a number of fund partners across different meetings, who together bring a collective 200 years of market experience and let me just say the bulls were out in full force. Despite the bullish enthusiasm, there was also a healthy dose of skepticism. Risk assets including cryptos were getting plenty of love….

I was talking with a prospect who happened to mention the movie The Big Short, and it reminded me just how well it captures the madness of financial markets. If you have not watched it, you are missing out on one of the best finance movies ever made. Based on Michael Lewis’s book of the…

I will be on the road and my blog might be taking a little break due to iffy internet connections. Do not worry, I’m not abandoning ship. What if the markets crash while I’m gone? My team are here holding the fort plus my trusty TM-IM system will be on duty, managing those positions like…

In today’s market environment, elevated valuations, increasing stock-bond correlations, and concentrated equity markets are challenging the effectiveness of traditional investment approaches. In this webinar, I will explore strategies for investors looking to achieve greater diversification, resilience, and long-term growth in an expanding and evolving investment landscape. If you are one of our investors reading this…

I’m not losing sleep over whether prices are up or down. After 30 years in the markets, I’m basically numb to it. Come on, markets go up, markets go down, sometimes for good reasons, sometimes for no reason at all, and sometimes just to mess with us. After two straight years of double-digit gains, a…

While reviewing my emails, I came across another interesting short post by Denise Chisholm from Fidelity Investments. Denise is undoubtedly one of the sharpest minds in the field. Here is a section: The recent buzz around a certain AI company is another reminder of how technological advancements shape markets. While I’m not tech expert (I…

Love it or hate it! Bitcoin has been nearly impossible to overlook as an investment over the past decade. While challenges like volatility, regulatory uncertainty, and competition persist, recent developments such as President Trump’s supportive stance on crypto and talks of a Bitcoin reserve could further strengthen its position and drive broader adoption. As we…

Transcendental Meditation (TM) is often described as a simple, natural, and effortless technique, yet its effects are profound. To help convey the essence of TM and make its principles more accessible, a variety of analogies are commonly used. These analogies draw on everyday experiences and familiar concepts, allowing us to better understand how TM works…